Sovran Advisors, LLC Purchases in Q2 2025

Sovran Advisors, LLC

  • $954 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
1.23K
New
$122.82 - $218.63 $151K - $270K
1.23K $289M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
10
+ 0.18%
$139.8 - $197.22 $1.4K - $1.97K
5.65K $1.13B
AIQ
Global X Funds Global X Artifi

ETFs
3.88K
+ 34.6%
$31.5 - $43.69 $122K - $170K
15.1K $660M
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.29K
New
$149.56 - $212.83 $192K - $274K
1.29K $279M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
2.46K
+ 9.91%
$42.56 - $50.32 $105K - $124K
27.3K $1.39B
Blackrock ETF Trust Ii
5.72K
New
N/A
5.72K $275M
BX
Blackstone Inc.

Financial Services
1.76K
New
$120.07 - $151.11 $211K - $266K
1.76K $275M
PM
Philip Morris International Inc.

Consumer Defensive
1.23K
+ 36.29%
$149.23 - $184.95 $184K - $228K
4.63K $823M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.08K
+ 37.62%
$166.82 - $194.23 $180K - $210K
3.95K $773M
TTE
Total Energies Se

Energy
4.22K
New
N/A
4.22K $262M
TTD
Trade Desk, Inc.

Technology
3.49K
New
$45.27 - $79.4 $158K - $277K
3.49K $258M
NEOV
Neo Volta Inc.

Industrials
250
+ 0.15%
$1.86 - $3.56 $465 - $890
167K $609M
XTEN
Bondbloxx ETF Tr Bloomberg 10
5.62K
+ 106.78%
N/A
10.9K $493M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
4.05K
New
$55.57 - $62.73 $225K - $254K
4.05K $251M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
5.31K
New
$41.42 - $46.68 $220K - $248K
5.31K $246M
MMM
3 M CO

Industrials
1.58K
New
$126.09 - $154.15 $199K - $244K
1.58K $243M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.7K
New
$72.61 - $88.75 $196K - $240K
2.7K $243M
EEMV
Ishares Msci Emerging Markets

ETFs
3.82K
New
$54.12 - $62.8 $207K - $240K
3.82K $241M
IXN
Ishares Global Information Tec

ETFs
2.59K
New
$65.81 - $92.34 $171K - $239K
2.59K $241M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.29K
New
$57.14 - $72.68 $188K - $239K
3.29K $239M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.58K
New
$53.75 - $67.21 $192K - $241K
3.58K $238M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
7.23K
New
$27.24 - $33.15 $197K - $240K
7.23K $237M
UNP
Union Pacific Corp

Industrials
1K
New
$208.27 - $238.46 $209K - $239K
1K $237M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.81K
New
$73.0 - $85.5 $205K - $241K
2.81K $235M
CCL
Carnival Corp

Consumer Cyclical
8.12K
New
$16.43 - $28.12 $133K - $228K
8.12K $234M
Blackrock Inc
80
+ 10.8%
N/A
821 $883M
AVEM
American Centy ETF Tr Avantis

ETFs
2.07K
+ 24.58%
$53.08 - $68.54 $110K - $142K
10.5K $721M
PFM
Invesco Exchange Traded Fd Tr

ETFs
4.75K
New
$41.05 - $48.17 $195K - $229K
4.75K $231M
CMCSA
Comcast Corp

Communication Services
6.35K
New
$32.84 - $36.72 $209K - $233K
6.35K $229M
ITA
Ishares Tr

ETFs
240
+ 4.88%
$135.31 - $188.64 $32.5K - $45.3K
5.16K $964M
FDN
First Tr Fd Dow Jones

ETFs
851
New
$200.29 - $269.33 $170K - $229K
851 $227M
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.26K
New
$40.94 - $52.1 $174K - $222K
4.26K $222M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.66K
New
$50.39 - $60.05 $184K - $220K
3.66K $221M
TT
Trane Technologies PLC

Industrials
518
New
$315.21 - $437.41 $163K - $227K
518 $221M
VBR
Vanguard Small Cap Value ETF

ETFs
1.1K
New
$162.76 - $195.77 $179K - $215K
1.1K $220M
FXL
First Tr Exchange Traded Fd Fi

ETFs
1.38K
New
$115.28 - $157.36 $159K - $217K
1.38K $220M
UL
Unilever PLC

Consumer Defensive
3.6K
New
$57.9 - $65.43 $208K - $235K
3.6K $219M
JGRO
J P Morgan Exchange Traded Fd
1.05K
+ 13.03%
N/A
9.12K $782M
WELL
Welltower Inc.

Real Estate
1.4K
New
$136.49 - $155.22 $191K - $217K
1.4K $212M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
4.13K
New
$50.34 - $51.86 $208K - $214K
4.13K $211M
BA
Boeing CO

Industrials
62
+ 1.78%
$136.59 - $217.51 $8.47K - $13.5K
3.55K $776M
AZN
Astrazeneca PLC

Healthcare
3K
New
$64.87 - $75.0 $195K - $225K
3K $210M
FSK
Fs Kkr Capital Corp

Financial Services
5.11K
+ 8.17%
$17.95 - $21.5 $91.7K - $110K
67.6K $1.43B
MCO
Moodys Corp

Financial Services
419
New
$396.7 - $501.59 $166K - $210K
419 $209M
Fidelity Covington Trust
6.27K
New
N/A
6.27K $208M
INTF
Ishares Tr

ETFs
6.07K
New
$27.6 - $34.51 $168K - $210K
6.07K $208M
UBER
Uber Technologies, Inc

Technology
2.13K
New
$64.62 - $93.3 $138K - $199K
2.13K $207M
Ge Vernova Inc
82
+ 10.33%
N/A
876 $464M
KKR
Kkr & Co. Inc.

Financial Services
1.5K
New
$92.79 - $134.29 $139K - $202K
1.5K $207M
Activity Summary
Buys All Purchases 272 New Holdings 74 Increased Positions 198 Sells All Sells 204 Reductions 204 Sold out 0 Options Calls 0 Puts 0
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